Insight Wealth Strategies, LLC

CIK

1749914

Location

SAN RAMON, CA

Portfolio Value

Small $416,347,259

Diversification

Diversified

Filing Date

Global Rank

#795 / 3,203 ▲ 2439

Top Industry

Semiconductor Equipment & Materials 13.3%

3Y Alpha vs SPY

-1.1%

Period ended 30 days ago

Filed Jul 10, 2026 · 20d

26 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+68.8%

SPY

+65.3%

Annualised alpha

+0.8%

Max drawdown

−16.5%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

90 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

6.8%

−3.8 pts

Top 5

22.0%

−1.2 pts

Top 10

32.9%

−1.1 pts

HHI

233

Diversified−36

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	42.4%	$176,358,363	25
Healthcare	16.1%	$67,076,076	14
Energy	11.5%	$47,885,330	6
Industrials	10.6%	$44,305,847	13
Financial Services	4.9%	$20,471,231	11
Consumer Cyclical	4.1%	$16,887,809	5
Communication Services	3.5%	$14,669,777	4
Basic Materials	3.0%	$12,537,258	2
Unclassified	2.0%	$8,505,308	4
Utilities	1.6%	$6,501,811	2
Consumer Defensive	0.3%	$1,148,449	4

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
KLAC	Kla Corp	+38,861	44,075	$13,297,868
ORI	Old Republic International Corp	+16,203	85,627	$3,503,856
LDOS	Leidos Holdings, Inc.	+15,192	42,747	$4,401,658
SWK	Stanley Black & Decker, Inc.	+14,375	84,301	$7,934,410
DVN	Devon Energy Corp/De	+9,923	146,318	$6,045,859
HII	Huntington Ingalls Industries, Inc.	+9,261	22,484	$6,293,046
NVDA	Nvidia Corp	+8,316	38,918	$7,787,102
COR	Cencora, Inc.	+6,648	24,319	$6,881,790
HD	Home Depot, Inc.	+5,547	21,512	$7,586,852
CEG	Constellation Energy Corp	+5,032	24,665	$6,126,046
BIIB	Biogen Inc.	+4,974	34,320	$7,415,179
BKR	Baker Hughes Co	+4,804	100,692	$5,588,406
MRK	Merck & Co., Inc.	+4,035	54,323	$6,980,505
WFRD	Weatherford International plc	+3,797	64,018	$5,217,467
MSI	Motorola Solutions, Inc.	+3,309	16,225	$6,738,080
FTNT	Fortinet, Inc.	+3,157	58,043	$8,916,565
MLI	Mueller Industries Inc	+2,526	5,044	$310,029
CDW	CDW Corp	+2,121	49,852	$7,011,185
AMZN	Amazon Com Inc	+2,081	30,273	$7,215,266
REGN	Regeneron Pharmaceuticals, Inc.	+1,850	8,734	$5,445,998
AAPL	Apple Inc.	+1,690	47,318	$13,691,936
MSFT	Microsoft Corp	+1,376	20,025	$7,469,725
CAH	Cardinal Health Inc	+1,024	15,073	$3,580,741
QCOM	Qualcomm Inc/De	+589	30,094	$5,561,070
VMO	Invesco Municipal Opportunity Trust	+542	28,558	$281,867
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
DOCN	DigitalOcean Holdings, Inc.	−29,127	63,882	$10,031,390
CNC	Centene Corp	−23,735	98,403	$6,316,488
PLTR	Palantir Technologies Inc.	−22,461	4,997	$582,999
AXP	American Express Co	−22,105	1,029	$348,059
LQDA	Liquidia Corp	−18,335	124,067	$9,891,861
WMT	Walmart Inc.	−16,957	2,603	$294,815
WM	Waste Management Inc	−12,578	1,024	$228,229
STX	Seagate Technology Holdings plc	−9,665	9,799	$9,456,035
AMD	Advanced Micro Devices Inc	−9,620	9,102	$5,287,442
LRCX	Lam Research Corp	−8,362	60,806	$26,349,063
MCK	Mckesson Corp	−5,351	374	$282,594
CVX	Chevron Corp	−3,820	171,403	$28,411,761
CENX	Century Aluminum Co	−2,552	143,472	$6,601,146
BLBD	Blue Bird Corp	−2,494	63,350	$5,002,116
NEA	Nuveen AMT-Free Quality Municipal Income Fund	−2,200	11,746	$137,898
XOM	ExxonMobil Holdings Corp	−2,164	14,203	$1,941,834
IBKR	Interactive Brokers Group, Inc.	−1,833	42,061	$3,660,989
AVGO	Broadcom Inc.	−1,570	18,394	$6,948,333
TJX	Tjx Companies Inc /De/	−1,119	4,594	$695,991
FIX	Comfort Systems USA Inc	−801	4,636	$9,188,320
PEP	Pepsico Inc	−676	1,440	$194,976
GOOGL	Alphabet Inc.	−507	20,481	$7,319,294
QQQ	Invesco Qqq Trust, Series 1	−475	3,707	$2,729,834
BAC	Bank Of America Corp /De/	−461	5,799	$330,427
SPY	Spdr S&P 500 ETF Trust	−339	6,414	$4,789,782
No positions match the current search.

New Positions

Positions the filer opened this quarter

17 positions

Ticker	Company	Shares	Value
TER	Teradyne, Inc	16,174	$7,825,628
INCY	Incyte Corp	62,175	$7,048,158
UCTT	Ultra Clean Holdings, Inc.	47,463	$6,767,749
BPOP	Popular, Inc.	41,032	$6,736,633
APP	AppLovin Corp	12,290	$6,332,176
RNG	RingCentral, Inc.	161,892	$6,310,550
BWXT	BWX Technologies, Inc.	31,104	$6,054,393
KN	Knowles Corp	143,628	$5,957,689
CF	CF Industries Holdings, Inc.	54,832	$5,936,112
ILMN	Illumina, Inc.	32,967	$5,796,587
NTAP	NetApp, Inc.	37,378	$5,784,619
ARW	Arrow Electronics, Inc.	22,863	$4,879,192
FLEX	Flex Ltd.	28,141	$4,560,811
CSCO	Cisco Systems, Inc.	2,615	$307,157
CAT	Caterpillar Inc	264	$281,133
TXN	Texas Instruments Inc	820	$244,417
JNJ	Johnson & Johnson	850	$215,874
No positions match the current search.

Sold Out

Positions the filer fully exited

12 positions

Ticker	Company	Shares	Value
MCO	Moodys Corp /De/	13,532	$5,903,335
ABT	Abbott Laboratories	52,944	$5,435,760
VISN	Vistance Networks, Inc.	247,626	$4,506,793
VRSK	Verisk Analytics, Inc.	21,423	$4,065,014
KR	Kroger Co	56,125	$4,061,205
XYZ	Block, Inc.	67,044	$4,034,707
IDXX	Idexx Laboratories Inc /De	6,781	$3,810,176
ACN	Accenture plc	18,848	$3,737,369
CTAS	Cintas Corp	19,428	$3,286,051
HIG	Hartford Insurance Group, Inc.	21,545	$2,913,530
SHEL	Shell plc	2,549	$237,057
SLV	iShares Silver Trust	2,944	$200,604
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

90 tracked positions · $416,347,259 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 90 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
CVX	Chevron Corp Energy	Reduced	171,403	-3,820	$28,411,761	−21.6%	6.82%
LRCX	Lam Research Corp Technology	Reduced	60,806	-8,362	$26,349,063	+78.3%	6.33%
AAPL	Apple Inc. Technology	Added	47,318	+1,690	$13,691,936	+18.2%	3.29%
KLAC	Kla Corp Technology	Added	44,075	+38,861	$13,297,868	+73.2%	3.19%
DOCN	DigitalOcean Holdings, Inc. Technology	Reduced	63,882	-29,127	$10,031,390	+25.7%	2.41%
LQDA	Liquidia Corp Healthcare	Reduced	124,067	-18,335	$9,891,861	+84.1%	2.38%
STX	Seagate Technology Holdings plc Technology	Reduced	9,799	-9,665	$9,456,035	+24.0%	2.27%
FIX	Comfort Systems USA Inc Industrials	Reduced	4,636	-801	$9,188,320	+22.6%	2.21%
FTNT	Fortinet, Inc. Technology	Added	58,043	+3,157	$8,916,565	+98.8%	2.14%
SWK	Stanley Black & Decker, Inc. Industrials	Added	84,301	+14,375	$7,934,410	+59.7%	1.91%
TER	Teradyne, Inc Technology	NEW	16,174	NEW	$7,825,628	NEW	1.88%
NVDA	Nvidia Corp CALL + SHARES Technology	Added	38,918	+8,316	$7,787,102	+45.9%	1.87%
HD	Home Depot, Inc. Consumer Cyclical	Added	21,512	+5,547	$7,586,852	+44.5%	1.82%
MSFT	Microsoft Corp Technology	Added	20,025	+1,376	$7,469,725	+8.2%	1.79%
BIIB	Biogen Inc. Healthcare	Added	34,320	+4,974	$7,415,179	+37.8%	1.78%
GOOGL	Alphabet Inc. Communication Services	Reduced	20,481	-507	$7,319,294	+21.3%	1.76%
GWW	W.W. Grainger, Inc. Industrials	Added	5,341	+64	$7,265,896	+26.2%	1.75%
AMZN	Amazon Com Inc Consumer Cyclical	Added	30,273	+2,081	$7,215,266	+22.9%	1.73%
INCY	Incyte Corp Healthcare	NEW	62,175	NEW	$7,048,158	NEW	1.69%
CDW	CDW Corp Technology	Added	49,852	+2,121	$7,011,185	+21.4%	1.68%
MRK	Merck & Co., Inc. Healthcare	Added	54,323	+4,035	$6,980,505	+15.4%	1.68%
AVGO	Broadcom Inc. Technology	Reduced	18,394	-1,570	$6,948,333	+12.4%	1.67%
COR	Cencora, Inc. Healthcare	Added	24,319	+6,648	$6,881,790	+24.0%	1.65%
UCTT	Ultra Clean Holdings, Inc. Technology	NEW	47,463	NEW	$6,767,749	NEW	1.63%
MSI	Motorola Solutions, Inc. Technology	Added	16,225	+3,309	$6,738,080	+20.2%	1.62%
BPOP	Popular, Inc. Financial Services	NEW	41,032	NEW	$6,736,633	NEW	1.62%
ASTH	Astrana Health, Inc. Healthcare	Reduced	143,289	-2	$6,650,042	+89.3%	1.60%
CENX	Century Aluminum Co Basic Materials	Reduced	143,472	-2,552	$6,601,146	−23.0%	1.59%
APP	AppLovin Corp Communication Services	NEW	12,290	NEW	$6,332,176	NEW	1.52%
CNC	Centene Corp Healthcare	Reduced	98,403	-23,735	$6,316,488	+58.0%	1.52%
RNG	RingCentral, Inc. Technology	NEW	161,892	NEW	$6,310,550	NEW	1.52%
HII	Huntington Ingalls Industries, Inc. Industrials	Added	22,484	+9,261	$6,293,046	+25.3%	1.51%
CEG	Constellation Energy Corp Utilities	Added	24,665	+5,032	$6,126,046	+11.7%	1.47%
BWXT	BWX Technologies, Inc. Industrials	NEW	31,104	NEW	$6,054,393	NEW	1.45%
DVN	Devon Energy Corp/De Energy	Added	146,318	+9,923	$6,045,859	−11.9%	1.45%
KN	Knowles Corp Technology	NEW	143,628	NEW	$5,957,689	NEW	1.43%
CF	CF Industries Holdings, Inc. Basic Materials	NEW	54,832	NEW	$5,936,112	NEW	1.43%
ILMN	Illumina, Inc. Healthcare	NEW	32,967	NEW	$5,796,587	NEW	1.39%
NTAP	NetApp, Inc. Technology	NEW	37,378	NEW	$5,784,619	NEW	1.39%
BKR	Baker Hughes Co Energy	Added	100,692	+4,804	$5,588,406	−4.5%	1.34%
QCOM	Qualcomm Inc/De Technology	Added	30,094	+589	$5,561,070	+46.4%	1.34%
REGN	Regeneron Pharmaceuticals, Inc. Healthcare	Added	8,734	+1,850	$5,445,998	+2.4%	1.31%
AMD	Advanced Micro Devices Inc Technology	Reduced	9,102	-9,620	$5,287,442	+38.8%	1.27%
WFRD	Weatherford International plc Energy	Added	64,018	+3,797	$5,217,467	−8.4%	1.25%
BLBD	Blue Bird Corp Industrials	Reduced	63,350	-2,494	$5,002,116	+33.8%	1.20%
ARW	Arrow Electronics, Inc. Technology	NEW	22,863	NEW	$4,879,192	NEW	1.17%
SPY	Spdr S&P 500 ETF Trust	Reduced	6,414	-339	$4,789,782	+9.1%	1.15%
FLEX	Flex Ltd. Technology	NEW	28,141	NEW	$4,560,811	NEW	1.10%
LDOS	Leidos Holdings, Inc. Technology	Added	42,747	+15,192	$4,401,658	+2.7%	1.06%
JPM	Jpmorgan Chase & Co Financial Services	Added	11,874	+412	$3,886,716	+15.3%	0.93%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.